We Work Together to
Improve Your Financial Life

We Take the Time to Get to Know You

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

Get to Know us

We Offer Significantly More Than Investments

We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.

How we work with you

Engage

We connect with you to get to know you personally, as well as your overall situation.

Learn More

Plan

Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.

Learn More

Steward

As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.

Learn More

See Our Services

Find an Advisor

Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.

Find an Advisor

Resources

  • 9 Financial Tips to Handle a Decline in the Market

    April 1, 2020

    As we’re in the midst of the COVID-19 health and financial crisis,

    Read More

  • What to Know About the CARES Act

    April 1, 2020

    The $2+ trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act was

    Read More

  • 9 Tax Deductions You Didn’t Know You Could Write Off

    March 23, 2020

    Around tax season, the word “deduction” is music to our ears. We

    Read More

See More Resources